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Univest Financial

194 hedge funds and large institutions have $721M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.51M
2 +$3.27M
3 +$2.86M
4
AG
Algert Global
California
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$1.37M

Top Sellers

1 -$5.26M
2 -$4.15M
3 -$3.42M
4
Millennium Management
Millennium Management
New York
-$2.98M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
Hussman Strategic Advisors
Maryland
$688K
Victory Capital Management
77
Victory Capital Management
Texas
$674K
SO
78
STRS Ohio
Ohio
$655K
IC
79
IEQ Capital
California
$643K
GF
80
Gabelli Funds
New York
$642K
QCM
81
Quantinno Capital Management
New York
$635K
GRP
82
Global Retirement Partners
California
$631K
SC
83
Savant Capital
Illinois
$618K
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$602K
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$595K
Citigroup
86
Citigroup
New York
$595K
Deutsche Bank
87
Deutsche Bank
Germany
$581K
Verition Fund Management
88
Verition Fund Management
Connecticut
$580K
SCM
89
Sterling Capital Management
North Carolina
$571K
KK
90
KLP Kapitalforvaltning
Norway
$566K
Squarepoint
91
Squarepoint
New York
$560K
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$555K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$555K
MIM
94
MetLife Investment Management
New Jersey
$520K
IIM
95
INTECH Investment Management
Florida
$518K
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$505K
LSV Asset Management
97
LSV Asset Management
Illinois
$488K
LCM
98
Legato Capital Management
California
$482K
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$474K
SF
100
Summit Financial
New Jersey
$468K